Macro & markets

AI-mageddon?
Bassanese Bites
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Macro & markets
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AI-mageddon?
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US inflation test
Bassanese Bites
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Macro & markets
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US inflation test
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Where should your next investment go?
Markets
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Where should your next investment go?
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Explore this simple framework to decide what your portfolio needs most right now.

Market Trends: September 2026
Market Trends
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Markets
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Market Trends: September 2026
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AI optimism and strong commodity prices shaped markets in August, while firmer rate-hike expectations pushed...

Hot CPI, cold GDP
Bassanese Bites
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Macro & markets
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Hot CPI, cold GDP
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How far could house prices fall?
Markets
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How far could house prices fall?
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Why this housing cycle may differ from previous downturns.

Bond market blues
Bassanese Bites
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Macro & markets
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Bond market blues
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Has AI replaced the US consumer as America’s growth engine?
Markets
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Has AI replaced the US consumer as America’s growth engine?
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Why Nasdaq's Chief Economist believes the AI boom may be entering a new phase.